How to use: Tax Code Maintenance
How to Use MMB - Tax Code Maintenance
Check the Videos section of our Resources page for quick how to videos.
NOTE - ConnectWise Manage must be at version 2017.1 or higher to use the Tax Code Tool set.
In ConnectWise Manage, Set up new tax codes in the Tax Code Setup Table - Setup Tables > Invoicing > Tax Codes.
We suggest renaming the current tax codes then adding your new tax codes. This will depend upon your locality and the amount of tax codes required.
In Mass Maintenance Booster, Search for the old tax codes presently used.
Companies or Agreements can be searched.
Select the companies to which you wish to apply the newly created tax codes. You may individually select or select all.
Next, click on Update Selected Records.
Repeat for each tax code needing to be updated, then repeat for Agreements.
That's it, you're done.